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David Doerr

Managed Wealth Financial
Financial Planning

Contact Information:

Spanish Fork, UT 84660
United States

Years in Business:

 

8

Clients I'm Seeking:

 

I'm seeking clients that are looking for Financial Planning help.

About My Business:

 

I have been involved in the financial services industry in some Capacity since 2004. I cut my teeth on Residential Mortgage and slowly branched out entering into the Commercial Mortgage Marketplace brokering Commercial Real Estate deals since 2007. I was introduced to Financial Planning in 2008, I wish I would have been in a position to take advantage of that introduction. In 2011 I was provided the opportunity to become affiliated with Managed Wealth Financial, a leader in wealth management in Utah. My experience in mortgage has given me a great basis for teaching people how to manage their wealth and plan for the future, I am now trying to help families diversify their investments, and have a good portion of their retirement income be tax free. Specialties: Financial planning, retirement planning, residential real estate investment, mortgage planning, commercial real estate investment. 401(k) rollover, 7702 Plan Implementation.

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